Ae Wealth Management, LLC
About this Advisor
Andrew Young is a financial advisor who works in Orlando, Florida, who has been in the advisory business for 10 years. Young works at Ae Wealth Management, LLC. During their career, Young has held roles at Dlana Bodmer Insurance Agency, State Farm Vp Management Corp, Verizon Wireless, Lebanon Lawn Care, Andrew Young Insurance Agency, Allstate Financial Services, LLC, Significant Wealth Management Dba The Lifewealth Group, Global Financial Private Capital, LLC, Gf Investment Services, LLC, Madison Avenue Securities, Insuredbyandy and Ae Wealth Management, LLC. Young has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can work in Florida. Ae Wealth Management, LLC is a registered investment firm that has its headquarters in Orlando, Florida. The investment advisory business has offices in 323 locations and a total of 475 financial advisors. It administers $9 billion in assets under management among its 74,292 accounts, making it one of the biggest investment advisory firms in the United States by assets under management. The firm advises six charitable organizations. Of its 74,292 client accounts, just 2% are held by high-net-worth individuals who have greater than $1 million in investable assets. Ae Wealth Management, LLC offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. A financial advisor's fees are based on which service is offered. Fees billed by Ae Wealth Management, LLC likely are comprised of asset-based, hourly and fixed fees.
Certifications and Registrations
Years of Experience
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Ae Wealth Management, LLC Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Andrew Young Work History
Andrew has 10 years of experience.
Madison Avenue Securities
Ae Wealth Management, LLC
Significant Wealth Management Dba The Lifewealth Group
Global Financial Private Capital, LLC
Gf Investment Services, LLC
Allstate Financial Services, LLC
State Farm Vp Management Corp
Andrew Young Insurance Agency
Dlana Bodmer Insurance Agency
Lebanon Lawn Care
Andrew Young has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Ae Wealth Management, LLC
Melbourne Beach, FL